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Patten Group, Inc.

SEC CIK
0001633207
Latest filing
Aug 6, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Jul 26, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
237
+2 vs. Q1 2023
Portfolio value
$352.9M
+$19.7M (+5.9%) vs. Q1 2023
Filed
Jul 26, 2023
SEC
Holdings of Patten Group, Inc. in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock98,179$19.0M5.4%−2,713−2.7%ReducedHistory
MSFTMicrosoft CorpStock45,729$15.6M4.4%−538−1.2%ReducedHistory
NVDANVIDIA CorpStock29,361$12.4M3.5%−1,816−5.8%ReducedHistory
KOCoca Cola CoStock197,740$11.9M3.4%−950.0%ReducedHistory
VVisa Inc.Stock42,610$10.1M2.9%−193−0.5%ReducedHistory
KMBKimberly Clark CorpStock62,182$8.58M2.4%+20.0%AddedHistory
SPYSPDR S&P 500 ETF TrustETF14,321$6.35M1.8%−131−0.9%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF22,494$6.19M1.8%−439−1.9%Reduced–
iShares Core S&P 500 ETF464287200ETF11,857$5.28M1.5%−1,090−8.4%Reduced–
JNJJohnson & JohnsonStock30,798$5.10M1.4%+639+2.1%AddedHistory
JPMJPMorgan Chase & CoStock33,801$4.92M1.4%+757+2.3%AddedHistory
BRK.BBerkshire Hathaway IncStock12,376$4.22M1.2%+43+0.3%AddedHistory
Vanguard Total Bond Market ETF921937835ETF55,914$4.06M1.2%+2,140+4.0%Added–
AZNAstraZeneca PLCSPONSORED ADR55,095$3.94M1.1%−163−0.3%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF38,763$3.80M1.1%+8,390+27.6%Added–
RTXRTX CorpStock38,592$3.78M1.1%+49+0.1%AddedHistory
PEPPepsiCo IncStock19,587$3.63M1.0%−61−0.3%ReducedHistory
IDXXIDEXX Laboratories IncCOM6,813$3.42M1.0%−109−1.6%ReducedHistory
CARRCarrier Global CorpStock68,255$3.39M1.0%−489−0.7%ReducedHistory
CSCOCisco Systems, Inc.Stock65,459$3.39M1.0%+4,866+8.0%AddedHistory
XYLXylem Inc.COM29,991$3.38M1.0%+359+1.2%AddedHistory
XOMExxonMobil Holdings CorpCOM31,159$3.34M0.9%−332−1.1%ReducedHistory
CVXChevron CorpStock20,892$3.29M0.9%−90.0%ReducedHistory
ETNEaton Corp plcStock15,878$3.19M0.9%−185−1.2%ReducedHistory
MRKMerck & Co., Inc.Stock26,214$3.02M0.9%00.0%UnchangedHistory
iShares Core MSCI Eafe ETF46432F842ETF44,529$3.01M0.9%+1,796+4.2%Added–
UNHUnitedHealth Group IncStock6,220$2.99M0.8%−153−2.4%ReducedHistory
iShares Tr464288158SHRT NAT MUN ETF28,022$2.92M0.8%−139−0.5%Reduced–
NEENextera Energy IncStock38,883$2.89M0.8%+840+2.2%AddedHistory
GOOGLAlphabet Inc.Stock23,935$2.87M0.8%+735+3.2%AddedHistory
LINLinde PLCStock7,516$2.86M0.8%+168+2.3%AddedHistory
Invesco Exch Traded FD Tr II46138G805TAXABLE MUN BD107,275$2.85M0.8%−11,535−9.7%Reduced–
NSCNorfolk Southern CorpStock11,648$2.64M0.7%−12−0.1%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF9,946$2.60M0.7%−11−0.1%Reduced–
GOOGAlphabet Inc.Stock21,102$2.55M0.7%−1,056−4.8%ReducedHistory
ADBEAdobe Inc.Stock5,076$2.48M0.7%+988+24.2%AddedHistory
CBChubb LtdStock12,887$2.48M0.7%+544+4.4%AddedHistory
Invesco Actively Managed Exc46090A705S&P500 DOWNSID74,166$2.47M0.7%+11,297+18.0%Added–
SYKStryker CorpStock8,093$2.47M0.7%+795+10.9%AddedHistory
AVGOBroadcom Inc.Stock2,812$2.44M0.7%−145−4.9%ReducedHistory
VMCVulcan Materials COCOM10,747$2.42M0.7%−10−0.1%ReducedHistory
HONHoneywell International IncCOM11,616$2.41M0.7%−101−0.9%ReducedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF45,602$2.29M0.6%+1,777+4.1%Added–
iShares Tr464288885EAFE GRWTH ETF23,328$2.23M0.6%+2,536+12.2%Added–
QCOMQualcomm IncStock17,421$2.07M0.6%−216−1.2%ReducedHistory
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF28,685$2.01M0.6%−315−1.1%Reduced–
LOWLowes Companies IncStock8,848$2.00M0.6%+260+3.0%AddedHistory
iShares U S ETF Tr46431W507SHOR DURA BD ETF38,475$1.91M0.5%+4,844+14.4%Added–
PGProcter & Gamble CoStock12,478$1.89M0.5%−20.0%ReducedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF8,146$1.79M0.5%−24−0.3%Reduced–
iShares Tr464288414NATIONAL MUN ETF16,587$1.77M0.5%+9,173+123.7%Added–
MARMarriott International IncStock9,478$1.74M0.5%+57+0.6%AddedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD22,491$1.70M0.5%−9,683−30.1%Reduced–
iShares Tr464287291GLOBAL TECH ETF27,159$1.69M0.5%−949−3.4%Reduced–
ECLEcolab Inc.Stock8,866$1.66M0.5%+11+0.1%AddedHistory
iShares Tr46429B655FLTG RATE NT ETF32,549$1.65M0.5%−6,880−17.4%Reduced–
WMTWalmart Inc.Stock10,503$1.65M0.5%+60+0.6%AddedHistory
CNICanadian National Railway CoStock13,438$1.63M0.5%+10.0%AddedHistory
PIMCO ETF Tr72201R866INTER MUN BD ACT31,248$1.62M0.5%+1,723+5.8%Added–
NEMNEWMONT CorpStock37,531$1.60M0.5%+1,174+3.2%AddedHistory
NOCNorthrop Grumman CorpStock3,501$1.60M0.5%−35−1.0%ReducedHistory
NVSNovartis AGADR15,792$1.59M0.5%00.0%UnchangedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF28,889$1.57M0.4%+391+1.4%Added–
iShares Tr464288588MBS ETF16,601$1.55M0.4%+8,384+102.0%Added–
APTVAptiv PLCSHS15,050$1.54M0.4%−771−4.9%ReducedHistory
OMCOmnicom Group Inc.COM15,932$1.52M0.4%−212−1.3%ReducedHistory
Vanguard Short-Term Bond ETF921937827ETF19,852$1.50M0.4%−779−3.8%Reduced–
DGDollar General CorpCOM8,444$1.43M0.4%+1,321+18.5%AddedHistory
iShares Tr464287150CORE S&P TTL STK14,649$1.43M0.4%+144+1.0%Added–
TFCTruist Financial CorpCOM47,029$1.43M0.4%−69−0.1%ReducedHistory
LLYEli Lilly & CoStock3,024$1.42M0.4%−13−0.4%ReducedHistory
iShares Tr464287515EXPANDED TECH4,053$1.40M0.4%−63−1.5%Reduced–
WYWeyerhaeuser CoCOM NEW41,659$1.40M0.4%−1,563−3.6%ReducedHistory
RFRegions Financial CorpCOM76,371$1.36M0.4%−240−0.3%ReducedHistory
DHRDanaher CorpStock5,547$1.33M0.4%+247+4.7%AddedHistory
CLColgate Palmolive CoStock17,226$1.33M0.4%−65−0.4%ReducedHistory
DUKDuke Energy CORPStock14,598$1.31M0.4%−36−0.2%ReducedHistory
EMREmerson Electric CoStock14,368$1.30M0.4%+28+0.2%AddedHistory
TAT&T Inc.Stock81,020$1.29M0.4%−2,926−3.5%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT8,538$1.28M0.4%−845−9.0%Reduced–
FANGDiamondback Energy, Inc.Stock9,622$1.26M0.4%+35+0.4%AddedHistory
GLWCorning IncCOM35,225$1.23M0.3%−700−1.9%ReducedHistory
EPDEnterprise Products Partners L.P.Stock44,947$1.18M0.3%−96−0.2%ReducedHistory
Vanguard Intermediate-Term Bond ETF921937819ETF15,724$1.18M0.3%+3,512+28.8%Added–
TJXTJX Companies IncStock13,937$1.18M0.3%−281−2.0%ReducedHistory
VanEck Morningstar Wide Moat ETF92189F643ETF14,757$1.18M0.3%+676+4.8%Added–
PNFPPinnacle Financial Partners, Inc.COM20,761$1.18M0.3%+1,135+5.8%AddedHistory
COPConocoPhillipsStock11,233$1.16M0.3%+40.0%AddedHistory
ALCAlcon IncStock14,015$1.16M0.3%+1,230+9.6%AddedHistory
J P Morgan Exchange-Traded F46641Q407JPMORGAN DIVER11,744$1.15M0.3%+3,686+45.7%Added–
LMTLockheed Martin CorpStock2,485$1.14M0.3%+95+4.0%AddedHistory
MCDMcDonalds CorpStock3,787$1.13M0.3%−15−0.4%ReducedHistory
AMZNAmazon Com IncStock8,651$1.13M0.3%−263−3.0%ReducedHistory
DDominion Energy, IncStock21,623$1.12M0.3%−728−3.3%ReducedHistory
First Tr Exch Traded FD III33739E108PFD SECS INC ETF69,127$1.10M0.3%+9,661+16.2%Added–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF14,629$1.10M0.3%+1,612+12.4%Added–
iShares Tr464287622RUS 1000 ETF4,440$1.08M0.3%−284−6.0%Reduced–
BXMXNuveen S&P 500 BuyWrite Income FundCOM79,927$1.07M0.3%+3,287+4.3%AddedHistory
NKENIKE, Inc.Stock9,587$1.06M0.3%−992−9.4%ReducedHistory
iShares Tr464288877EAFE VALUE ETF21,404$1.05M0.3%+1,519+7.6%Added–

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Patten Group, Inc. in Q2 2023
SecurityClassPutsCalls
GDGeneral Dynamics CorpStock–$322.0M

Sold out since Q1 2023 (5)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Patten Group, Inc. sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
ILMNIllumina, Inc.COM1,870$434.9K0.1%History
DLRDigital Realty Trust, Inc.COM3,234$317.9K0.1%History
PYPLPayPal Holdings, Inc.Stock3,598$273.2K0.1%History
State Street Financial Select Sector SPDR ETF81369Y605ETF7,007$225.3K0.1%–
BBNBlackRock Taxable Municipal Bond TrustSHS10,325$185.0K0.1%History